When recurring revenue becomes a pillar of the business – but the system is still lagging.

For companies that want to offer services and tools as a subscription model: bring CRM, billing, and lifecycle together so that renewals, upsells, and cancellations are not left to chance.

Use Case 03 — Recurring Revenue

How you’ll recognize yourself

Renewals aren't managed systematically — revenue quietly slips away.

Upsell potential exists, but no one spots it in time.

Billing and CRM run separately — the data doesn't line up.

Beyond a certain volume, no one can keep the moving parts in sync with makeshift tools.

Sounds like your situation?

This is what the lifecycle looks like when it runs

Every phase of recurring revenue becomes visible and controllable – not just the first close.

Close

Onboarding, contract creation, and transfer into the CRM are running.

Billing

Setting up subscription billing and executing payment

Account care

Usage and satisfaction are in view.

Renewal

Renewals are managed early and actively.

Up-/downsell

Potential and risks identified in time.

What we concretely do

Billing integration

Billing system and CRM synchronized – recurring invoices automated instead of done by hand.

Renewal management

Automatically generated renewal processes with their own overview in the CRM – renewals triggered on time instead of overlooked.

Upsell & downsell

Potential and risks in the existing base identified in time – with custom quoting and pricing logic in the CRM.

Churn management

Detect early warning signals before customers quietly churn.

Recurring revenue reporting

Recurring revenue made transparent – as a basis for decisions.

Platform sizing

CRM with connected payment or a dedicated subscription platform – sized according to complexity.

From practice

Software provider

From a data-intensive subscription environment – the billing and lifecycle depth we implemented there is what we bring to companies that are currently building their recurring model.

Mobile network operator with its own network

The CRM is a central component of the entire operating system – tightly interwoven with billing and customer support across very high subscription volumes.

Use Case 03 — Recurring Revenue

TARGET RESULTS

We work together to achieve your goals.

Instead of general promises, we like to define concrete KPIs together with you at the start of the project. Typical KPI targets that customers aim to achieve with our support:

Renewal rate

+15%

through early management of renewals

Churn rate

-25%

through early detection of warning signals

Net Revenue Expansion

+20%

through systematic up- and downsell management

Let’s talk.

In a first call, we find out together whether it’s a good fit: your project with our solution expertise and tooling. Honest and on equal footing.